For almost two decades, we’ve been the premier full-service compliance company partnering with hundreds of districts and thousands of schools; supporting their staff, programs, and bottom line with our award-winning software and service solutions.
We’re looking for a collaborative, analytical, problem solver with attention to detail and client support experience to join this team This opportunity will land you in a high-growth, leading-edge company whose software and services are actually out there making a difference in students’ lives today. We are an informal, fun, non-hierarchical, and fast-paced organization.
Duties and Responsibilities:
Provide internal and external client support including maintaining, reviewing, and clarifying client documentation.
Provide mandate advisor and client support including assisting with territory management plans, all support activities associated with the next step, and ongoing communication with assigned advisors
Client relations including necessary monitoring and direct follow-up with clients regarding: client service plan, documentation collection, and ongoing client education and guidance.
Identify potential mandate advisor and client needs and recommend solution(s).
Other duties as assigned.
Bachelor’s degree, in business administration or similar field or equivalent work experience.
Previous background in customer service, sales, consulting, or account management experience.
Excellent analytical, quantitative, and interpersonal skills with keen attention to detail.
Proficient in Microsoft Office, including PowerPoint and Excel.
Excellent written and verbal communication skills and ability to interface with internal and external clients.
Excellent phone etiquette skills and great professional customer service and data entry skills.
Ability to work independently as well as a collaborative team member within company departments.
Exceptional organizational and time management skills.
Ability to work under pressure and meet frequent deadlines.
Possess a can-do attitude.